Upper Left Wealth Management, LLC IFGL Holdings History
Upper Left Wealth Management, LLC's ISHARES TRUST Holding Summary
As of 2025-06-30, Upper Left Wealth Management, LLC held - shares of ISHARES TRUST(IFGL), totaling N/A. This investment constitutes 0% of their stock portfolio, and Upper Left Wealth Management, LLC now holds 0% of the outstanding ISHARES TRUST(IFGL) stock.
The initial trade took place in 2021Q4. And since then Upper Left Wealth Management, LLC has made 6 purchases of IFGL, at an average price of $23.08, for a total of 84,718.00 shares. In addition, there have been 8 sales at an average price of $20.25 for 84,718.00 shares. Based on historical transaction data and IFGL's current price of $22.72, Upper Left Wealth Management, LLC's estimated gain on his IFGL holdings is $-239,829.48, reflecting a -12.27% gain to date.
Upper Left Wealth Management, LLC IFGL ($22.72) Holding Chart
Upper Left Wealth Management, LLC IFGL ($22.72) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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